See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,817 | $30,400-5.2% | $53,898-46.5% | $84,808-66.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 14.53% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $958 | $603+59.0% | $932+2.8% | $2,631-63.6% |
| Participant deferral / active EE | $2,655 | $1,199+121.5% | $1,826+45.4% | $4,212-37.0% |
| Admin fee / account holder | $2,247 | $1,993+12.7% | $2,491-9.8% | $7,344-69.4% |